Document and Record Management and Security

An Intensive 10-day Training Course

Document and Record Management and Security

Standards and Advanced Practices

  • Format: Classroom
  • Duration: 10 days
  • Language: English
  • Accredited: CPE, KHDA Certified training courses
Document and Record Management and Security

The cornerstone of any enterprise is adequate capture, storage and management of documents and records. As the volume of both paper and electronic documents and record increases exponentially, the need for their proper management also increases, together with the need to adequately retain the documents and provide for their security. The available standards in these areas are ISO 15489 and ISO 27001. As the world moves towards electronic documents and internet-based solutions the requirement for paper documents diminishes, while the need for electronic documents grows. However, electronic documents carry their own characteristics and therefore the proper adoption and implementation of Electronic Document Management System (EDMS) is of a vital importance to any enterprise, as it can make a difference between the optimization of the processes, reduction of costs or just misplaced investment.

This EuroMaTech training course covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes, through the adequate implementation of ISO 15489 and ISO 27001, with focus on planning, adopting and using EDMS in any enterprise.

Participants attending will develop the following competencies:

  • Understand the elements of Data Life Cycle
  • Learn the requirements of ISO 15489 and ISO 27001
  • Define adequate document and records management architecture
  • Differentiate between adequate and inadequate Electronic Document Management Systems
  • Learn how to identify cyber security threats for their documentation
  • Avoid the most common pitfalls of data rights management
  • Understand the benefits and threats of new technologies like Cloud and Blockchain, IoT and other developed or developing technologies

The EuroMaTech training course aims to help participants to develop the following critical objectives:

  • To understand document and records management lifecycle
  • To understand ISO 15489 Records Management Standard
  • To understand ISO 27001 Information security Management Standard
  • Concepts for managing information and content with focus on Electronic Document Management Systems
  • Review industry leading solutions for EDMS
  • Using metadata, business classification scheme, taxonomy and setting retention plans for the benefit of the organization and workforce
  • Develop document and records storage models, audit trail and storage technologies,
  • Review the security requirements and put together controls for managing confidential and private documents
  • Get acquainted with the leading EDMS software providers
  • Get acquainted with new technologies like Cloud and Blockchain


This EuroMaTech training course is suitable for a wide range of Document Controllers, Office Staff, Information Technology professionals as well as any professionals working with records and documents, but will be particularly beneficial to:

  • Professionals and leaders who wish to learn more about document management strategies for improving organisational efficiency
  • Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
  • Information Security Professionals
  • Document Controllers and Administrators
  • Document and Records Management Personnel
  • Document Management Supervisors
  • Suppliers, Solution Providers and Vendors
  • Executives
  • Users of Document and Records Management
  • Personnel seeking to enhance their skills
  • IT Management
  • Technical Staff
Training methodology

Participants on training course will learn by active participation through the use of a wide variety of instructional techniques and adult learning methods. The process will go through trainer explaining issues, using real world examples, delegates will then learn trough discussion, work on the cases and critique the solutions, using the information provided.

This training course will combine presentations with instructor-guided interactive discussions between participants relating to their individual interests. Practical exercises, video material and case studies aiming at stimulating these discussions and providing maximum benefit to the participants will support the formal presentation sessions. Above all, the course leader will make extensive use of case examples and case studies of issues in which he has been personally involved.


This EuroMaTech training course covers all the essential skills needed to understand, use and apply document and records management and all the essential skills needed to understand, use and apply ISO 15489 records management standard and ISO27001 information security either for paper based or electronic based systems, or hybrid systems, as they are the most common. There will be discussions on the use of software, best practice implementation as well as the pitfalls of inadequate solutions.

This Document and Record Management and Security training course will also concentrate on the skills required to effectively deploy and maximise the benefit of document and records management as well as manage the outcomes and deliver business benefits through the application of ISO standards 15489 and 27001. All participants will return to their organizations with a detailed understanding and have developed action plans to implement document and records management successfully in their organisations with focus on developing and implementing adequate EDMS architecture and solution.


Programme Outline
Day 1 :  Data Management-Management of Documents and Records
  • Definitions
  • Data Life Cycle
    • Create
    • Store
    • Use
    • Share
    • Archive
    • Destroy
  • Data Rights Management
  • Data Inventory and Discovery
  • Data Ownership
Day 2 : Documents and Records Management Standards
  • ISO 15489
    • Requirements
    • Audit
    • Implementation
  • ISO 27001
    • Requirements
    • Audit
    • Implementation
Day 3 : Management of Electronic Documents and Records
  • Converting from paper to electronic
  • Information as an Asset of the Enterprise
  • Understanding the Terminology of records management
  • Document and Records Management Strategies
    • Paper
    • Electronic
    • Hybrid
  • Information Governance
Day 4 : Documents and Records Management Compliance
  • ISO27001 implementation plan
  • Records Management Audit Register creation and sustainability
  • Importance of File Plans, Metadata Plan, Retention Schedule
  • Understanding Security and Compliance related to local and international laws
  • Impact of General Data Protection Regulation (GDPR)
Day 5 : Components Document and Record Management Architecture
  • Document Control
  • Metadata and Indexing
  • Classification Schemes
  • Compliance, Controls and Security
  • Legislation, Standards and Regulation
Day 6 :  New technologies for the Document and Record Management Systems
  • Influence of Cloud computing, Big Data, IoT and AI
  • Intent Based Networking-new paradigms
  • E-Discovery for document and record management
  • Collaborative technologies-sustainable solutions
  • Privacy issues identification and protection
Day 7 : Advanced Solutions Implementation-Intranet and Internet
  • Content management through network solutions
    • Security
    • Repository
    • Document vs Record
    • Document management
    • Record management
    • Content Consistency
  • Browsing and navigation
  • Viewing, Editing, Updating shared documents and records
  • Preservation of content with multiple user rights
Day 8 –Introduction to Engineering EDMS
  • EDMS key features
  • EDMS architecture design
  • EDMS solutions selection
    • Develop
    • Purchase
    • Adopt
  • Assuring EDMS compliance with ISO and GDPR
Day 9 –Designing Document Management Procedures and Systems
  • Design overview
  • Creating documentation control procedures based on ISO standards
  • Creating classifications, taxonomies, retention requirements and filing systems
  • Setting up security controls and reviewing information security ISO 27001
  • Document management approval process
Day 10 –Useful, user friendly and sustainable solution
  • EDMS software evaluation
  • EDMS solution provider selection and contracting
  • Sustainability from within the organization
  • Cyber Security Risk Mitigation
  • Change Management
  • Training requirements

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    EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

    Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.

    The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE.  We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.

    Taught by our team of highly qualified trainers, our KHDA approved training courses will provide you with an enriching learning experience and practical knowledge that will help you future-proof your career and support professional development within your organisation.

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